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Robert Thomas Hofmann

Roffman Miller Associates Inc.

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About Robert Thomas Hofmann

Robert Hofmann is an investment advisor representative currently registered with Roffman Miller Associates Inc. Robert has over 20 years of experience in the financial services industry. Robert is a Certified Financial Planner and has a Series 63, 65, 7, 9 and 10 license. Previously, Robert was registered with Charles Schwab & Co., Inc. and Dean Witter Reynolds Inc. Robert is currently registered in New Jersey and Pennsylvania.

Firm Information

Robert Hofmann is currently registered with Roffman Miller Associates Inc.. Roffman Miller Associates Inc. is a registered investment advisor based in Philadelphia, PA, with 12 investment advisor representatives. The firm provides financial planning and portfolio management services to individuals, corporations, and high-net-worth individuals. They also offer educational seminars. Roffman Miller Associates Inc. has approximately $2.48 billion in regulatory assets under management.
Roffman Miller Associates Inc.

1835 MARKET STREET

PHILADELPHIA, PA 19103

$2.48B

Assets Under Management

5

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Hofmann’s Registration & Firm History

PA

04/07/2005 - Present

Roffman Miller Associates Inc. (PHIALDELPHIA PA)

TX

03/12/1996 - 08/10/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

10/21/1994 - 03/01/1996

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 05/08/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/27/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/17/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/20/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Thomas Hofmann.
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